High-net-worth individuals seeking expert financial guidance can turn to Braverman Financial Associates, a full-service financial-planning firm. Braverman Financial Associates provides assistance with asset management, investments, tax and estate planning, insurance, and more. Along with this comprehensive selection of financial services, the firm takes a structured and personalized approach to help its clients achieve their financial goals. Founded in 1983, the company has managed more than $200 million in assets for clients.
The company uses a multiphase financial process, which begins with fact finding to assess each client’s individual financial picture. After gathering basic client data, the firm’s experts analyze relevant limitations and opportunities and then present strategies for financial management and investment. Next, the firm selects products and partners to execute the defined strategy. In addition, the Braverman team conducts regular reviews to ensure that each client’s financial plan remains aligned with his or her goals over the long term.
To find additional information on the company and its services, visit its website: http://www.bravermanfinancial.com.
Registered Representative offering securities and advisory services through Geneos Wealth Management, Inc., Member FINRA/SIPC